Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,075 | $124,425-56.5% | $112,040-51.7% | $137,256-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.44% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,991 | $3,411+17.0% | $2,954+35.1% | $4,156-4.0% |
| Participant deferral / active EE | $4,848 | $5,718-15.2% | $5,098-4.9% | $6,407-24.3% |
| Admin fee / account holder | $1,079 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |